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RSEBX vs TAVFX
RSEBX vs TAVFX Comparison
Open Charts RSEBX vs TAVFX
American Funds SMALLCAP World R2E
Price$67.34
Change+$0.44 (+0.66%)
VolumeN/A
Net Assets75.3B
Third Avenue Value Instl
Price$63.73
Change+$0.24 (+0.38%)
VolumeN/A
Net Assets708.84M
RSEBX vs TAVFX Comparison Chart
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RSEBX vs. TAVFX commentary
Jun 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RSEBX is a Hold and TAVFX is a Buy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 75.3B vs. TAVFX (709M). TAVFX pays higher dividends than RSEBX: TAVFX (2.38) vs RSEBX (0.21). RSEBX was incepted earlier than TAVFX: RSEBX (11 years) vs TAVFX (35 years). RSEBX (1.45) is less costly to investors than TAVFX (1.19). RSEBX is a more actively managed with annual turnover of: 32.00 vs. TAVFX (18.00). RSEBX has a lower initial minimum investment than TAVFX: RSEBX (250) vs TAVFX (10000). RSEBX annual gain was more profitable for investors over the last year : 4.30 vs. TAVFX (-7.65). TAVFX return over 5 years is better than : 123.15 vs. RSEBX (15.02).
| RSEBX | TAVFX | RSEBX / TAVFX | |
| Total Expense Ratio | 1.45 | 1.19 | 122% |
| Annual Report Gross Expense Ratio | 1.45 | 1.19 | 122% |
| Fund Existence | 11 years | 35 years | - |
| Gain YTD | 3.552 | 10.073 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.3B | 709M | 10,621% |
| Annual Yield % from dividends | 0.21 | 2.38 | 9% |
| Returns for 1 year | 4.30 | -7.65 | -56% |
| Returns for 3 years | 15.38 | 14.45 | 106% |
| Returns for 5 years | 15.02 | 123.15 | 12% |
| Returns for 10 years | 34.50 | 29.93 | 115% |
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